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SPYM

State Street SPDR Portfolio S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
526
Oxford Financial Group
Indiana
$145K
PWM
527
Provident Wealth Management
Tennessee
$143K
William Blair & Company
528
William Blair & Company
Illinois
$141K
FAG
529
Fortitude Advisory Group
Washington
$135K +$1.26K +24 +1%
ZIG
530
Zurich Insurance Group
Switzerland
$132K
PB
531
Pinnacle Bancorp
Nebraska
$123K
Franklin Resources
532
Franklin Resources
California
$122K -$3.09K -59 -3%
S
533
SignatureFD
Georgia
$115K +$83.8K +1,600 +283%
FCG
534
Financial Connections Group
California
$112K
AIM
535
Acropolis Investment Management
Missouri
$106K +$105K +2,001 New
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$104K +$102K +1,953 New
MFA
537
McClarren Financial Advisors
Pennsylvania
$103K +$262 +5 +0.3%
CP
538
Castleview Partners
Texas
$96K -$6.84M -130,553 -99%
TIM
539
Tortoise Investment Management
New York
$91K
YAL
540
Your Advocates Ltd
Texas
$89K
SCA
541
Sandy Cove Advisors
Massachusetts
$87K
LWANC
542
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K +$5.24K +100 +7%
CPFP
543
Clear Perspectives Financial Planning
Ohio
$82K -$11.3K -215 -12%
CCM
544
Covington Capital Management
California
$82K -$9.43K -180 -10%
CAPTRUST Financial Advisors
545
CAPTRUST Financial Advisors
North Carolina
$80K -$430K -8,209 -84%
CCM
546
Cribstone Capital Management
Maine
$80K
SCA
547
Stonebridge Capital Advisors
Minnesota
$76K +$14.4K +275 +24%
OLVIG
548
Oliver Lagore Vanvalin Investment Group
Michigan
$76K +$54.9K +1,049 New
PAG
549
Paladin Advisory Group
Iowa
$76K +$75.2K +1,436 New
CT
550
Caldwell Trust
Florida
$72.8K +$71.7K +1,370 New